Ten Capital Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-178
| Closed | -$8.22K | – | 365 |
|
|
2023
Q1 | $8.22K | Buy |
178
+40
| +29% | +$1.85K | ﹤0.01% | 383 |
|
|
2022
Q4 | $6.2K | Hold |
138
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $6K | Sell |
138
-359
| -72% | -$15.6K | ﹤0.01% | 382 |
|
|
2022
Q2 | $23K | Hold |
497
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $25K | Hold |
497
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $26K | Buy |
497
+359
| +260% | +$18.8K | 0.01% | 197 |
|
|
2021
Q3 | $7K | Hold |
138
| – | – | ﹤0.01% | 296 |
|
|
2021
Q2 | $7K | Hold |
138
| – | – | ﹤0.01% | 346 |
|
|
2021
Q1 | $7K | Hold |
138
| – | – | ﹤0.01% | 285 |
|
|
2020
Q4 | $8K | Buy |
+138
| New | +$8K | ﹤0.01% | 276 |
|